Simply Reports Users |
Please complete the survey below, including all of your library's Polaris usernames that will need access to Simply Reports. We have created 5 different permission groups. For each permission group below, list users that should be given that level of access. Users can belong to more than one permission group.
Permission Groups
1. Circulation (Patrons, Patron accounts, Holds, Items, Bibs, Serials)
2. Selectors (Items, Holds, Serials, Bibs) *Funds if applicable
3. Technical Services (Patrons, Patron account, Holds, Items, Bibs, Serials)
4. Technical Services with Acquisitions (Patron, Patron Account, Holds, Item, Bibs, Serials, Funds, Invoices, Orders)
5. Serials (Items, Bibs, Serials)
Element Definitions
Patron: Create patron reports using data from patron registration records and patron account records.
Patron account: Create patron account reports using data from patron account records; and their linked patron registration, item and bibliographic records.
Holds: Create holds reports using data from hold request records; and their linked bibliographic, item, patron account, and patron registration records.
Items: Create item reports using data from item records; and their linked patron account, patron registration, and bibliographic records.
Bibs: Create bibliographic reports using data from bibliographic records and their linked item records.
Serials: Create serials reports using data from serial holdings records (including data from publication patterns and compressed holdings statements), serial issues/part records, and subscription records; and their linked supplier and item records.
Funds: Create fund reports using data from fund records and fiscal year records; and their linked bibliographic and item records.
Invoices: Create invoice reports using data from invoice records; and their linked fiscal year, fund, item, bibliographic, and supplier records.
Orders: Create purchase order reports using data from purchase orders (including line item and segment data); and their linked fiscal year, fund, item, bibliographic, and supplier records.